RP Zeigler Investment Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Financial Planning engagements are offered at an hourly rate of $350 per hour.”

Annual fee

$7,500/yr

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an annual fee of $7,500.00, paid monthly in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How RP Zeigler Investment Services bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual fees are negotiable and are pro-rated and paid in advance on a monthly basis.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How RP Zeigler Investment Services’ fees compare

• Its hourly rate of $350 is above the Illinois median of $273. 68% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its annual fee of $7,500 matches the Illinois median of $7,500. 49% of the 77 other Illinois planners that publish an annual fee charge less.

About RP Zeigler Investment Services

• Principal: Zeigler III
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

83

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$64,707,084

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297925

Website

rpzeigler.com (opens in new tab)

Phone

(309) 240-8787

Other planners in Peoria that publish fees

• Guardian Wealth Management Inc.Peoria$150⁠-⁠$250/hr
• Johnston Investment Counsel, LTD.Peoria$2,500
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr

Compare all 6 planners in Peoria